MPWM Advisory Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

MPWM Advisory Solutions’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$761K	Buy	1,274 +382	+43%	+$239K	0.4%	45
2025 Q4	$560K	Hold	892	–	–	0.31%	52
2025 Q3	$546K	Sell	892 -264	-23%	-$156K	0.32%	45
2025 Q2	$657K	Buy	1,156 +7	+0.6%	+$3.68K	0.42%	40
2025 Q1	$590K	Sell	1,149 -43	-4%	-$23.2K	0.43%	33
2024 Q4	$642K	Buy	+1,192	New	+$646K	0.47%	33

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MPWM Advisory Solutions's VOO Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 43% in Q1 2026, buying an estimated $239K and bringing the position to 1,274 shares worth $761K. The position accounts for 0.4% of the portfolio, ranked #45.

MPWM Advisory Solutions first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

MPWM Advisory Solutions held 1,274 shares of Vanguard S&P 500 ETF worth $761K as of Q1 2026.
MPWM Advisory Solutions bought 382 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $239K.
Vanguard S&P 500 ETF made up 0.4% of MPWM Advisory Solutions's portfolio in Q1 2026, its #45 holding.
MPWM Advisory Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.